Purchases and Sales Made in Q4 2023 in Ishares Gold Trust (IAU)
This table provides information about the institutional ownership of Ishares Gold Trust (IAU) during Q4 2023. The information is specifically focused on institutions that hold shares of ISHARES GOLD TRUST.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2024
Q4 2023
|
Wedbush Securities Inc
|
BUY
|
- |
314+ 0.75% |
$10.8K - $12.4K
|
42K
$2.18M
|
|
|
Jan 30, 2024
Q4 2023
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
309+ 0.67% |
$10.7K - $12.2K
|
46.4K
$2.41M
|
|
|
Jan 22, 2024
Q4 2023
|
Jb Capital LLC
|
BUY
|
- |
297+ 5.14% |
$10.2K - $11.7K
|
6.08K
$316K
|
|
|
Jan 16, 2024
Q4 2023
|
First Financial Corp
|
BUY
|
- |
285+ 19.93% |
$9.82K - $11.2K
|
1.72K
$89.1K
|
|
|
Jan 19, 2024
Q4 2023
|
West Branch Capital LLC
|
BUY
|
- |
285+ 5.7% |
$9.82K - $11.2K
|
5.29K
$275K
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
282+ 10.19% |
$9.72K - $11.1K
|
3.05K
$159K
|
|
|
Feb 08, 2024
Q4 2023
|
W.G. Shaheen & Associates Dba Whitney & CO
|
BUY
|
- |
277+ 2.04% |
$9.55K - $10.9K
|
13.9K
$720K
|
|
|
Jan 12, 2024
Q4 2023
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
262+ 2.35% |
$9.03K - $10.3K
|
11.4K
$592K
|
|
|
Feb 12, 2024
Q4 2023
|
Money Concepts Capital Corp
|
BUY
|
- |
250+ 3.72% |
$8.62K - $9.84K
|
6.98K
$363K
|
|
|
Feb 06, 2024
Q4 2023
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
245+ 0.13% |
$8.45K - $9.64K
|
185K
$9.61M
|
|
|
Jan 22, 2024
Q4 2023
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
245+ 0.46% |
$8.45K - $9.64K
|
53.2K
$2.77M
|
|
|
Jan 26, 2024
Q4 2023
|
Aspiriant, LLC
|
BUY
|
- |
242+ 3.36% |
$8.34K - $9.52K
|
7.44K
$386K
|
|
|
Feb 14, 2024
Q4 2023
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
227New |
$7.82K - $8.93K
|
227
$11.8K
|
|
|
Feb 14, 2024
Q4 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
223+ 0.34% |
$7.69K - $8.77K
|
66.1K
$3.44M
|
|
|
Feb 12, 2024
Q4 2023
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
220New |
$7.58K - $8.65K
|
220
$11.4K
|
|
|
Feb 06, 2024
Q4 2023
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
220+ 0.77% |
$7.58K - $8.65K
|
28.7K
$1.49M
|
|
|
Jan 19, 2024
Q4 2023
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
220+ 1.02% |
$7.58K - $8.65K
|
21.7K
$1.13M
|
|
|
Feb 14, 2024
Q4 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
213+ 1.07% |
$7.34K - $8.38K
|
20.1K
$1.04M
|
|
|
Feb 13, 2024
Q4 2023
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
211+ 0.84% |
$7.27K - $8.3K
|
25.4K
$1.32M
|
|
|
Jan 17, 2024
Q4 2023
|
West Oak Capital, LLC
|
BUY
|
- |
207New |
$7.14K - $8.14K
|
207
$10.8K
|
|
|
Nov 18, 2024
Q4 2023
|
Valued Retirements, Inc.
Houston, TX |
BUY
|
- |
201+ 0.52% |
$6.93K - $7.91K
|
38.6K
$2.01M
|
|
|
Jan 16, 2024
Q4 2023
|
Global Trust Asset Management, LLC
|
BUY
|
- |
200New |
$6.89K - $7.87K
|
200
$10.4K
|
|
|
Jan 29, 2024
Q4 2023
|
Citizens National Bank Trust Department
|
BUY
|
- |
199+ 3.59% |
$6.86K - $7.83K
|
5.74K
$298K
|
|
|
Feb 14, 2024
Q4 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
194New |
$6.69K - $7.63K
|
194
$10.1K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
190+ 3.23% |
$6.55K - $7.47K
|
6.07K
$316K
|
|
|
Feb 01, 2024
Q4 2023
|
Mengis Capital Management, Inc.
|
BUY
|
- |
175+ 0.24% |
$6.03K - $6.88K
|
74.6K
$3.88M
|
|
|
Mar 01, 2024
Q4 2023
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
174New |
$6K - $6.85K
|
174
$9.04K
|
|
|
Jan 30, 2024
Q4 2023
|
Dgs Capital Management, LLC
|
BUY
|
- |
172+ 2.08% |
$5.93K - $6.77K
|
8.45K
$439K
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
160New |
$5.52K - $6.29K
|
160
$8.32K
|
|
|
Mar 01, 2024
Q4 2023
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
160New |
$5.52K - $6.29K
|
160
$8.32K
|
|
|
Feb 07, 2024
Q4 2023
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
BUY
|
- |
153+ 1.34% |
$5.27K - $6.02K
|
11.5K
$600K
|
|
|
Jan 19, 2024
Q4 2023
|
Mirador Capital Partners LP
|
BUY
|
- |
152+ 1.03% |
$5.24K - $5.98K
|
14.9K
$773K
|
|
|
Feb 14, 2024
Q4 2023
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
150New |
$5.17K - $5.9K
|
150
$7.8K
|
|
|
Feb 06, 2024
Q4 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
150+ 1.96% |
$5.17K - $5.9K
|
7.79K
$405K
|
|
|
Feb 14, 2024
Q4 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
145+ 1.12% |
$5K - $5.7K
|
13.1K
$683K
|
|
|
Feb 02, 2024
Q4 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
142+ 1.55% |
$4.89K - $5.59K
|
9.3K
$483K
|
|
|
Feb 07, 2024
Q4 2023
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
142+ 2.64% |
$4.89K - $5.59K
|
5.51K
$287K
|
|
|
Jan 16, 2024
Q4 2023
|
Carlson Capital Management
|
BUY
|
- |
134+ 0.23% |
$4.62K - $5.27K
|
57.4K
$2.98M
|
|
|
Feb 14, 2024
Q4 2023
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
132+ 0.08% |
$4.55K - $5.19K
|
168K
$8.72M
|
|
|
Feb 13, 2024
Q4 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
130New |
$4.48K - $5.11K
|
130
$6.76K
|
|
|
Feb 05, 2024
Q4 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
128+ 1.85% |
$4.41K - $5.04K
|
7.05K
$366K
|
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
125New |
$4.31K - $4.92K
|
125
$6.5K
|
|
|
Feb 06, 2024
Q4 2023
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
124New |
$4.27K - $4.88K
|
124
$6.45K
|
|
|
Feb 13, 2024
Q4 2023
|
Boyer & Corporon Wealth Management, LLC
Overland Park, KS |
BUY
|
- |
122+ 0.07% |
$4.21K - $4.8K
|
182K
$9.44M
|
|
|
Feb 06, 2024
Q4 2023
|
Clifford Swan Investment Counsel LLC
|
BUY
|
- |
120+ 1.34% |
$4.14K - $4.72K
|
9.05K
$470K
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
115New |
$3.96K - $4.52K
|
115
$5.98K
|
|
|
Feb 02, 2024
Q4 2023
|
Addison Advisors LLC
|
BUY
|
- |
113+ 2825.0% |
$3.9K - $4.45K
|
117
$6.08K
|
|
|
Jan 05, 2024
Q4 2023
|
Garrett Investment Advisors LLC
|
BUY
|
- |
111+ 1.29% |
$3.83K - $4.37K
|
8.73K
$454K
|
|
|
Feb 06, 2024
Q4 2023
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
103+ 0.46% |
$3.55K - $4.05K
|
22.6K
$1.17M
|
|
|
Feb 16, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
90New |
$3.1K - $3.54K
|
90
$4.68K
|